Top Customer Success Jobs in Santa Cruz, CA

As a Customer Service Representative at Beyond Finance, you will be the primary point of contact for clients enrolled in financial hardship programs, providing compassionate and individualized care. This role requires strong communication skills, active listening, and the ability to proactively resolve client issues. The position is remote and involves working weekends and evenings.

As a Bilingual Customer Service Representative at Beyond Finance, you will be the primary point of contact for clients in financial hardship programs. Your role involves providing exceptional customer service, analyzing and resolving client issues, and maintaining positive client relationships. Fluency in Spanish is required, along with technical proficiency in CRM systems. This is a remote position with weekend and evening shifts.

The Client Success Manager will be the lead point of contact for client account management, develop trusted relationships with key accounts, drive adoption of the product, and identify new business opportunities among existing clients.

The IRA Specialist at Inspira Financial is responsible for providing service and support to individual clients and institutional relationships. Responsibilities include assisting with new business inquiries, account funding, investment transactions, client experience management, and interacting with internal departments. Ideal candidates will have a Bachelor's degree in Business, Finance, or Communications, or a minimum of 3 years of experience in the financial services industry.

Ensure customer contacts are addressed, questions are answered, and quality standards are met for each interaction. Strive for first call resolution and a positive customer service experience. Document all customer interactions and escalate urgent situations. Provide clear communication and support to students in a remote working environment.

Client Support Analyst role at Canoe Intelligence involves managing client inquiries, acting as a subject matter expert, educating clients on technology, and collaborating with internal teams. The role reports to the Sr. Manager of Client Support.

Customer Success Manager responsible for high-level relationship management, client liaison during service delivery, client satisfaction, and identifying new business opportunities. Fully remote position with up to 10% travel. Responsibilities include managing customer relationships, presenting success plans, troubleshooting customer issues, and identifying upsell opportunities. Requirements include customer advocacy, managing agreements, giving presentations, and experience in customer success or related functions.

Seeking a Provider Success Associate to guide therapists through onboarding and beyond, ensuring their success and growth. Must have 2+ years of experience in Customer Success, Account Management, or Sales, with strong communication and organizational skills. Remote work environment with competitive pay and benefits included.